Organize Your Paperwork: Filing

Organize Your Paperwork: Filing

Filing paperwork is crucial because it allows you to find things quickly and easily. Here are some tips for creating a great filing system.

Naming Conventions

Having a standardized terminology for your files keeps search time to a minimum, with both digital and physical files. For physical files, use consistent dates and names. For digital files, include multiple search terms in your file name to allow for faster retrieval.

Paper Files: 5-20 Items Rule of Thumb

Use cascading hierarchies when creating your paper files. For instance, you could keep all your insurances together in one hanging folder and have the paperwork for the individual policies in separate interior folders.  

If you have fewer than five items in one category, that’s a sign that you could condense it with another. More than twenty items should be split up into subcategories. For instance, say you have files relating to places you want to travel to. If you only want to go to New Zealand and visit Lord of the Rings locations, you only need one folder. If you want to go to every state in the US and have paperwork about each state you want to visit, then a folder for each state will be helpful. This helps avoid overstuffed folders that are difficult to look through and avoids having unnecessary folders as well. Using labeling, color coding, or different locations for these categories makes them easy to see at a glance.

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Organize Your Paperwork: Action Items

Organize Your Paperwork: Action Items

Action Items

Action item alarm clock.

Action items are a type of paperwork that needs attention, like reminders of appointments, or a bill that’s coming due.

One common mistake people make when organizing their paperwork is keeping action items out to help them remember. Put away the paper and keep the reminder. Keeping an action item on your desk leads to clutter. Have a specific place for action items, so you know where to look for them when it is time to take that action.

Have a reminder system in place. You can set a reminder on your phone, write it in a paper planner, or use one of the action item systems below, and put the paper away.

Use the 2-minute rule – if it will take less than 2 minutes to do it, do it now. It’s not worth your time to file it. Set the reminder, and find it again – just do it!

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Organize Your Paperwork: RAFTS

Organize Your Paperwork: RAFTS

Why organize your paperwork? Organizing your paperwork clears piles of paper cluttering your space, helps you find information efficiently, keeps you on top of bills and to-dos, and avoids late fees, missed deadlines, and wasting time. Organize your paperwork to reduce stress, have a clear mind and focus on what matters.

The first step toward fully organized paperwork is to sort. When we are clearing someone’s desk, we use the RAFTS system: Recycle, Action, File, Trash/Treasure, and Shred.

Recycle

Any paperwork you no longer need that doesn’t contain sensitive information can be recycled. This includes things like advertisements, takeout menus, old Post-It notes, or junk mail.

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Organize Your Desk: Common Traps and RAFTS

Organize Your Desk: Common Traps and RAFTS

Dr. Katherine Macey

Hello! I’m Dr. Katherine Macey with Organize to Excel and over the next four blog posts we’re going to explore how to organize your desk so you can be as productive as possible. We’ll be covering the following topics:

  • Behavioral strategies you can use at your desk
  • Tools and supplies you can use to make it easier to work at your desk
  • Where to position your printer and other office supplies
  • How to create a clear workspace so you can be as productive as possible

We’re going to create some clear space for you so that you can have a clear mind as you do your work. Fewer things cluttering your workspace allows you to focus more effectively. If you have extra items around your workspace, your brain has to work to ignore them.

We’re going to make sure that the things that you need often are handy, without cluttering up your space. Let’s organize your desk!

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